Users are the people at your organization given access to work in Mandatly Software.


Navigation to Users:

Go to Administration from left menu -> Users


  1. For adding new user, click on the "+Add" button.


  1. A pop-up will open to create a new user by inserting data in all the required fields.

    Graphical user interface, application??Description automatically generated


    • You need to determine the right set of people for various responsibilities.  
    • Predefined Roles are provided by Mandatly inside Roles tab that can be leveraged based on the specific requirements.
    • You can select multiple roles for an individual as well as multiple individuals for a role.


  1. Click and select the roles required, then click on the “Save” button.


NOTE: The system contains roles for all the modules, some of which might not be relevant for your requirements.

Determine:


Right people for the below roles

Description

Admin (Super Admin)

One with the ability to administer the system. 

User Admin

One with the ability to manage groups, roles, and users.

System Configurator

One with the ability to define system configurations.

System Owner

One who owns the system and its data.


This includes the following abilities:

  • To create system or perform relevant tasks such as to edit, approve, reject, and reassign system.
  • To perform assessment on system.

DPA

One with the ability to lead the privacy management program. This includes review of the assessments, processing activities, workflows and DSAR response.

DSAR Admin

One with the ability to check and update the end-to-end Data request flow including identity verification, data discovery and providing response to the data subject.

Cookie Admin

One with the ability to configure the cookie banner for the website.

IT Owner

One with the ability to provide technical information of the system i.e., one who possesses all the technical information of the organization.

User

One with the ability to create system or respond to assessments.

Process team

One with the ability to handle processing activities.


Next Step:

Relevant Resources: